Martel Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Martel Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2M	Sell	448,035 -7,396	-2%	-$245K	2.39%	8
2026 Q1	$13.3M	Sell	455,431 -8,327	-2%	-$259K	2.26%	8
2025 Q4	$15.1M	Sell	463,758 -16,549	-3%	-$538K	2.58%	7
2025 Q3	$15.3M	Sell	480,307 -22,998	-5%	-$701K	2.69%	7
2025 Q2	$14.7M	Sell	503,305 -5,237	-1%	-$138K	2.73%	7
2025 Q1	$12.7M	Sell	508,542 -27,328	-5%	-$748K	2.54%	8
2024 Q4	$14.9M	Sell	535,870 -6,362	-1%	-$174K	2.92%	8
2024 Q3	$14.1M	Sell	542,232 -31,772	-6%	-$800K	2.89%	7
2024 Q2	$14.5M	Sell	574,004 -4,104	-0.7%	-$96.8K	3.1%	7
2024 Q1	$13.4M	Sell	578,108 -49,192	-8%	-$1.09M	2.91%	8
2023 Q4	$13M	Sell	627,300 -16,920	-3%	-$327K	2.95%	7
2023 Q3	$11.7M	Sell	644,220 -9,668	-1%	-$182K	2.91%	8
2023 Q2	$12.3M	Sell	653,888 -209,540	-24%	-$3.59M	2.97%	8
2023 Q1	$14.1M	Buy	863,428 +68,472	+9%	+$1.04M	3.59%	7
2022 Q4	$11M	Buy	794,956 +426,884	+116%	+$6.14M	2.99%	9
2022 Q3	$5.14M	Buy	368,072 +147,920	+67%	+$2.32M	1.47%	11
2022 Q2	$3.19M	Buy	220,152 +134,496	+157%	+$2.15M	0.87%	15
2022 Q1	$1.6M	Buy	85,656 +22,240	+35%	+$406K	0.39%	24
2021 Q4	$1.3M	Buy	63,416 +2,704	+4%	+$54K	0.31%	23
2021 Q3	$1.12M	Buy	60,712 +1,864	+3%	+$35.5K	0.28%	24
2021 Q2	$1.07M	Buy	58,848 +3,464	+6%	+$59.9K	0.27%	24
2021 Q1	$563K	Buy	55,384 +2,016	+4%	+$32.8K	0.16%	31
2020 Q4	$543K	Buy	53,368 +2,160	+4%	+$32.8K	0.16%	32
2020 Q3	$737K	Sell	51,208 -3,352	-6%	-$46.7K	0.24%	23
2020 Q2	$693K	Sell	54,560 -1,400	-3%	-$16.3K	0.24%	23
2020 Q1	$557K	Buy	55,960 +15,712	+39%	+$179K	0.22%	26
2019 Q4	$467K	Sell	40,248 -120	-0.3%	-$1.32K	0.16%	30
2019 Q3	$424K	Sell	40,368 -2,560	-6%	-$27K	0.15%	29
2019 Q2	$447K	Sell	42,928 -1,512	-3%	-$15.4K	0.16%	29
2019 Q1	$441K	Buy	44,440 +904	+2%	+$8.55K	0.17%	29
2018 Q4	$375K	Buy	+43,536	New	+$405K	0.15%	30

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Martel Wealth Advisors's SCHG Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, selling an estimated $245K and leaving 448,035 shares worth $15.2M. The position accounts for 2.39% of the portfolio, ranked #8.

Martel Wealth Advisors first reported a position in SCHG in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.3M in Q3 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Martel Wealth Advisors held 448,035 shares of Schwab US Large-Cap Growth ETF worth $15.2M as of Q2 2026.
Martel Wealth Advisors sold 7,396 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $245K.
Schwab US Large-Cap Growth ETF made up 2.39% of Martel Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Martel Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Martel Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $15.3M in Q3 2025.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.